Pleasanton, CA 6700 Koll Center Pkwy Office

Trinh Tuyen Tran is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. In addition to his advisory role, he is an independent optometrist working on a contract basis and teaches financial education through the Hartland Institute of Financial Education. Tran has been with Transamerica Financial Advisors since 2015 and has prior experience with World Financial Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing over $2 billion in assets under management as of late 2025.

Ramakrishna Gadiraju is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Antiva Biosciences and Nektar Therapeutics. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing several billion dollars in assets.

Kim Low is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2017. Her prior experience includes roles at World Financial Group, Inc., Rhema Solutions LLC, and Mountain House High School. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary management options.

Peter Young is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has been with Transamerica since 2018 and has prior experience at World Financial Group and Provident Credit Union. Outside of advisory work, he serves as a board member of the Chinese Historical and Cultural Project, which promotes and preserves Chinese and Chinese American history and culture in Santa Clara County. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary program options.

Pei Ooi is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Dream Builder Financial Services and World Financial Group, among other enterprises. Ooi is a co-owner of Penney Enterprise, Inc., a pass-through company affiliated with some of his business activities. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers to implement its advisory approach.

Barbara Chie Leon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She also works as a research scientist at Novartis, focusing on protein interactions. Additionally, she has volunteered with the Leukemia and Lymphoma Society's Team in Training for over a decade. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Michael Chang Ching Chiu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Transamerica Financial Advisors since 2021 and has been involved with World Financial Group since 2016. Outside of advisory work, he manages supply chain and purchasing operations as Director of Purchasing at HYVE SOLUTIONS. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model relies on model portfolios and third-party managers, delivering services through multiple platforms including Transamerica ONE and the TFA365 Advisory Program.

Ronald Landess II is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has been with Transamerica since 2025 and has prior experience totaling 25 years in the diving equipment industry, including roles at American Underwater Products and Aqualung. Outside of finance, he is involved with Riptide Scuba. Transamerica Financial Advisors serves a diverse client base that includes individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Holly La is a financial advisor at Transamerica Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Transamerica Financial Advisors since 2012, following roles at Matrix Insurance and World Financial Group. She is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based products, utilizing proprietary and third-party model portfolios to meet client needs.

Stephanus Hermanto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at IBM and ongoing involvement with firms such as inheritguard, LLC, where he provides education and support on estate planning issues. Additionally, he assists clients with insurance needs through the Covered California Health Insurance Marketplace. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily utilizes model portfolios and third-party managers, combining proprietary and external strategies with an integrated retirement plan ecosystem.

Vipin Saraf Valappil Narayanan is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Transamerica, he worked for Wfgia and spent over two decades at Sybase, an SAP company. His activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary options.

Chinghui Lin is a financial advisor with Transamerica Financial Advisors in Pleasanton, CA, holding Series 63 and Series 65 credentials and 15 years of industry experience. Lin has been with Transamerica Financial Advisors since 2012 and is also CEO and President of RichieMax Consulting Inc. outside of the firm. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations through both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Meng Eeo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns Dream Builder Financial Service Website, a co-branding marketing platform for World Financial Group products. Meng is a managing partner at Penney Enterprise LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, supported by multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Li Wei Tseng is a financial advisor with Transamerica Financial Advisors, holding the CFA® designation and Series 63 license. He has been with Transamerica since 2025 and has prior experience at World Financial Group, Wisetack, Enzo Wealth, and Microsoft. Outside of advising, he serves as an engineering manager at Wisetack, a financial technology company that offers financing solutions for in-person service businesses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individual investors, employer-sponsored plans, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Princess Gertrude Baylosis Quianzon is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has a background in healthcare, working as a registered nurse at Kaiser Permanente in Modesto and San Leandro, as well as prior roles in various medical centers. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing billions in assets under management.